Advanced Practice Network :: Authors of Success :: Kelly Kidwell :: Slide Sets - Kelly Kidwell :: Appreciated Asset Wealth Transfer Strategies Slide Set - Kelly Kidwell - 2009 Symposium

Appreciated Asset Wealth Transfer Strategies Slide Set - Kelly Kidwell - 2009 Symposium

Appreciated Asset Wealth Transfer Strategies Slide Set - Kelly Kidwell - 2009 Symposium
Discover how to use the Appreciated Wealth Transfer Strategy to:
  • Avoid Capital Gain tax on significant assets
  • Create current year income tax deduction
  • Maximize wealth transfer & mitigate gift tax
  • Maintain control of assets and business
  • Protect assets from creditors/predators
  • Leverage life insurance premiums Redirect to charity what might have been lost to tax
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

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GEAR Approval #: 2010-2241
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Product # SKU119
Type(s) slides
 
Price: $45.00
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